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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

937 hedge funds and large institutions have $7.45B invested in Schwab US Broad Market ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 370 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
-6
Holders Change %
-0.64%
% of All Funds
14.94%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
57
Increased
370
Reduced
353
Closed
53
Calls
$159M
Puts
$29.7M
Net Calls
+$129M
Net Calls Change
+$58M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$38.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$15.5M
4
HCM
Hengehold Capital Management
Ohio
+$10.8M
5
EW
Evoke Wealth
California
+$10.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$39.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
3
Cerity Partners
Cerity Partners
New York
-$11.9M
4
EK
Evensky & Katz
Florida
-$10.3M
5
JWS
Juncture Wealth Strategies
Arizona
-$9.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCCP
451
Mission Creek Capital Partners
California
$990K -$21.1K -1,269 -2%
SCP
452
Shorepoint Capital Partners
Massachusetts
$990K -$74.3K -4,470 -7%
CCM
453
Chilton Capital Management
Texas
$981K +$1.25K +75 +0.1%
CA
454
CGN Advisors
Kansas
$979K +$979K +58,938 New
TC
455
TownSquare Capital
Utah
$975K -$529K -31,842 -35%
ICG
456
InterOcean Capital Group
Tennessee
$971K -$11.6K -699 -1%
EGWAG
457
Elwood & Goetz Wealth Advisory Group
Georgia
$969K +$302K +18,168 +45%
Bank of New York Mellon
458
Bank of New York Mellon
New York
$968K -$71.3K -4,290 -7%
SBH
459
Segall Bryant & Hamill
Illinois
$967K -$15K -900 -2%
SAM
460
Smithbridge Asset Management
Pennsylvania
$967K -$73.7K -4,434 -7%
EWM
461
Evermay Wealth Management
Virginia
$960K -$14.2K -852 -1%
CNFG
462
Creegan & Nassoura Financial Group
New Hampshire
$955K -$29.9K -1,800 -3%
CSI
463
Cross Staff Investments
New York
$953K -$9.77K -588 -1%
BDWCC
464
B&D White Capital Company
Texas
$946K +$9.27K +558 +1%
OCM
465
One Capital Management
California
$945K – – –
TPWM
466
Twelve Points Wealth Management
Massachusetts
$944K -$8.92K -537 -0.9%
MTIC
467
Missouri Trust & Investment Company
Missouri
$938K -$39.1K -2,355 -4%
CA
468
Cetera Advisors
Colorado
$935K +$191K +11,517 +26%
OPWM
469
Oakwell Private Wealth Management
Texas
$934K +$698 +42 +0.1%
CTA
470
Chesley Taft & Associates
Illinois
$933K -$44.9K -2,700 -5%
VWA
471
VERITY Wealth Advisors
United States
$932K -$3.29K -198 -0.4%
FAIM
472
Financial Advocates Investment Management
Washington
$930K -$19.6K -1,182 -2%
SSWM
473
Smith Salley Wealth Management
North Carolina
$927K – – –
NDSI
474
Newman Dignan & Sheerar Inc
Rhode Island
$916K +$145K +8,697 +19%
UWPG
475
Ullmann Wealth Partners Group
Florida
$914K +$100 +6 +0%
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